Helpful Information
- How do I amend a block out in the diary?
- How can I change the appointment lengths in the diary?
- How can I void a transaction?
- How do I apply a late benefit?
- How do I dispense from a previous quotation?
- How do I send the same SMS to multiple patients, i.e for a promotion?
- How can I edit my SMS template?
- Where can I edit the number of SMS sent to a patient?
- How do you apply a discount to a patient account?
- How can I ensure my data is safe?
Blocakouts can be amended by logging in to aAcuitas using an administrator account (usually the practice manager) and clicking on the diary button at the top. This will open the current default diary. On the left side there are a number of options. Select Other Tasks to expand the menu and then select Block Outs. This will open the Blockouts screen. This will require some further explanation.
Simply select the length field in the diary and you can edit it.
Dispense Transactions can only be voided on the day that they are put through. Afterwards the record gets ‘locked down’ in the database. This is why if ever any dispenses are put through accidentally we always advise our customers to void it on that day. Otherwise they have to do a return.
There is a benefit button on the Dispense Review page. Select the item to which you wish to apply this benefit and then click this button. There is more than one late benefit screen. This requires further explanation.
Select the Quotations Tab on the Dispense Review screen to give you a list of all previously saved Quotations. Select the desired quotation and there is a dispense button at the bottom of the screen.
This can be done through Back Office -> Query Module. Before you send the SMS you must build the Query. Requires further explanation.
There are multiple areas to edit SMS templates on the system but the most common ones are through configuration dropdown -> Letters -> SMS Templates or by right clicking on any Patient summary screen, selecting ad-hoc messages and changing the templates there.
There are a number of areas where you can send SMS messages to Patients within acuitas, therefore there are a number of areas in which you can edit the number of messages to be sent.
- Ad-hoc messages: These are sent from the patients summary page by right clicking anywhere and selecting Ad-hoc messages. As many of these can be sent as the user wishes.
- Appointment reminder messages: May be configured within Configuration -> SMS Options. It is possible to have a maximum of 2 per appointment; one a number of days beforehand, another a set time on the day before the appointment.
- Recall messages: In theory as many of these may be used per patient as possible, although usually 3 is the maximum and these are spread out over a number of weeks/months. They can be configured through the Recall Types option under Back Office -> Recalls.
- Marketing Messages: These can be sent through the SMS option on the Query Results page under Back Office -> Query and only one message is sent per patient on the list (NOTE: If there are duplicated patients then those patients will receive a message for each duplication).
- Order Collection Messages: These are sent automatically when an order is ready for collection for a customer. Only one message is sent. These can be set through the SMS options under Configuration.
They have to be set up in back office first. They can be applied either at dispense or at the till. If it is the till there is a Apply Discount button on the till, if it is for a dispense there is a discount button on the New Dispense screen.
There are some settings that the customer cannot check - only Ocuco staff have access for security reasons. However a good indicator would be to check the flash_recovery_area folder on the server. This can be found in the drive:\Oracle\ folder on the server where drive is the drive letter where Acuitas is installed (usually C:\Oracle\flash_recovery_area or D:\Oracle\flash_recovery_area).